How big is The Williams School's plan?

The Williams School's plan reported $4.5M in assets and 40 participants for 2024.

Original filing (PDF)20250916213009NAL0002305985001

The Williams School

Name: The Williams School — The Williams School Defined, Form 5500 (2024)
Creator: The Williams School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Williams School Defined Contribution Plan

403(b) retirement plan · The Williams School's The Williams School Defined Contribution Plan held $4.5M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

JOSH Stone signed The Williams School's 2024 Form 5500 as plan administrator.

JOSH Stone — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Williams School's EIN is 51-0201345.

EIN 51-0201345

Plan number 001

Plan year 2024

ACK ID 20250916213009NAL0002305985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Williams School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Williams School's plan includes a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WILLIAMS SCHOOL.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score